Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$11.5M
- Prescription drug$11.5M
- Dental$862K
- Life$297K
- Long-term disability$297K
- Other$297K
- +1 more
Sponsor portfolio
UPWORK INC.
EIN 46-4337682computer softwareLatest filing 2024
Plans
2
Retirement
1
$121.8M assets
Welfare
1
$12.9M premiums
Participants
1,916
655 MONTGOMERY ST, STE 490, DPT 17022 - SAN FRANCISCO, CA 94111650-316-7537upwork.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $12.9M premiums / 1,508 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- BLUE CROSS OF CALIFORNIA80%
- KAISER FOUNDATION HEALTH PLAN INC9%
- METROPOLITAN LIFE INSURANCE COMPANY7%
- STANDARD INSURANCE COMPANY3%
- VISION SERVICE PLAN1%
- +1 more
Broker market share
Schedule A broker compensation
95%top
- BEERE & PURVES INC95%
- WATCHTOWER BENEFITS, LLC5%
- BROWN & BROWN INSURANCE SERVICES0%
- HAYS COMPANIES, INC.0%
- ABD INS. AND FINANCIAL SVCS., INC.-0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UPWORK RETIREMENT SAVINGS PLAN
401k
Assets$121.8M
Participants1,290
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UPWORK HEALTH AND WELFARE PLAN
Mixed - BLUE CROSS OF CALIFORNIA
Premiums$12.9M
Covered lives1,508
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UPWORK RETIREMENT SAVINGS PLAN | 401k | $121.8M | 1,290 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UPWORK HEALTH AND WELFARE PLAN | Mixed | BLUE CROSS OF CALIFORNIA | $12.9M | 1,508 | 2024 |
Retirement plans
Welfare plans